SIZE · Insider trading · 13F holders · Congress trades
Ishares Tr (SIZE)
Who is buying and selling SIZE: company insiders on SEC Form 4, hedge funds and superinvestors on Form 13F, and members of Congress under the STOCK Act. Every figure links to the filing or page it comes from.
- 13F filers holding
- 4
- Insider buys, 90 days
- $0
- Insider sales, 90 days
- $0
- Congress trades, 12 months
- 0
SIZE at a glance
- No open-market insider purchases or sales of SIZE were filed in the last 90 days.
- 4 13F filers hold SIZE among their 50 largest positions, worth $63.9M combined. The biggest bets by portfolio weight are James Reed Financial Services, Inc. (21.7%), Trinity Wealth Management, LLC (5.5%) and Strategic Financial Services, Inc. (0.8%).
- No member of Congress has disclosed a trade in SIZE.
SIZE insider trading
No open-market insider purchases or sales of SIZE were filed in the last 90 days.
Who owns SIZE? Hedge funds and superinvestors
4 13F filers hold SIZE among their 50 largest positions, worth $63.9M combined. The biggest bets by portfolio weight are James Reed Financial Services, Inc. (21.7%), Trinity Wealth Management, LLC (5.5%) and Strategic Financial Services, Inc. (0.8%).
| Manager | % of portfolio | Value | Shares | Last quarter | 13F |
|---|---|---|---|---|---|
| James Reed Financial Services, Inc.Wealth manager | 21.7% | $28.8M | 165,407 | +0.9% shares | Q3 2026 |
| Strategic Financial Services, Inc.Wealth manager | 0.8% | $17.6M | 98,837 | -2.8% shares | Q2 2026 |
| Trinity Wealth Management, LLCWealth manager | 5.5% | $17.3M | 99,395 | -0.4% shares | Q3 2026 |
| 46 Peaks LLCWealth manager | 0.2% | $270K | 1,514 | -0.4% shares | Q2 2026 |
Each manager counts with its latest 13F (Q3 2026: 2, Q2 2026: 2). Screen SIZE in the grand portfolio →
SIZE stock trades by members of Congress
No member of Congress has disclosed a trade in SIZE.
SIZE questions and answers
Are insiders buying SIZE stock?
No open-market insider purchases or sales of SIZE were filed in the last 90 days.
Which hedge funds own SIZE?
4 13F filers hold SIZE among their 50 largest positions, worth $63.9M combined. The biggest bets by portfolio weight are James Reed Financial Services, Inc. (21.7%), Trinity Wealth Management, LLC (5.5%) and Strategic Financial Services, Inc. (0.8%).
Has Congress traded SIZE?
No member of Congress has disclosed a trade in SIZE.
Who is the largest holder of SIZE?
Among 13F filers, James Reed Financial Services, Inc. reports the largest SIZE position, $28.8M (165,407 shares) in its Q3 2026 13F. The biggest bet by portfolio weight is James Reed Financial Services, Inc.'s: 21.7% of its portfolio.
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